# Global Wealth Management, L.C.

> Global Wealth Management, L.C. is an SEC-registered investment advisory firm in Deerfield Beach, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 150743
- Filed as: GLOBAL WEALTH MANAGEMENT, L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Deerfield Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150743
- AdvisorCensus page: https://advisorcensus.com/firm/global-wealth-management-l-c-deerfield-beach-fl-150743

## Quick answers

**How is Global Wealth Management, L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Global Wealth Management, L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Global Wealth Management, L.C. located?**
Global Wealth Management, L.C.'s principal office is in Deerfield Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Global Wealth Management, L.C. registered with the SEC or a state?**
Global Wealth Management, L.C. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 150743.

**How much does Global Wealth Management, L.C. manage?**
Global Wealth Management, L.C. reports $184,189,318 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary).

**How have Global Wealth Management, L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Global Wealth Management, L.C.: Regulatory assets under management: $126,500,511 in the October 2021 data and $184,189,318 in the October 2026 data, up 46%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Wealth Management, L.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (7); corporations or other businesses not listed above (6).

**Which custodians does Global Wealth Management, L.C. use?**
Global Wealth Management, L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel AG, Interactive Brokers LLC and Oddo-BHF as custodians holding 10% or more of its separately managed account assets.

**Does Global Wealth Management, L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150743

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Bank Vontobel AG
- Interactive Brokers LLC
- Oddo-BHF

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $184,189,318
- Discretionary: $174,920,787
- Non-discretionary: $9,268,531

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,668,953 |
| High net worth individuals | 21 | $149,177,908 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $30,342,457 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Zurich

### Websites listed on Form ADV (Item 1.I)
- gwm-ch.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,500,511 | 2 | February 28, 2021 |
| October 2022 | $135,334,786 | 2 | March 25, 2022 |
| October 2023 | $120,270,573 | 2 | March 31, 2023 |
| October 2024 | $124,557,166 | 3 | July 30, 2024 |
| October 2025 | $174,842,252 | 3 | June 23, 2025 |
| October 2026 | $184,189,318 | 4 | March 31, 2026 |

Regulatory assets under management: $126,500,511 in the October 2021 data and $184,189,318 in the October 2026 data, up 46%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Wealth Management, L.C. (CRD 150743): Form ADV filing data as of October 2026.